Ferron Campbell is an Insurance licensed Associate Wealth Advisor, and is an integral part of Rosen Group Private Wealth Management since its inception. In the managing partner role, Ferron is involved in every aspect of the business and is essential to the coordination of the fundamental business processes that allow Rosen Group Private Wealth Management to offer a holistic approach to wealth management.
Ferron works very closely with clients to find opportunities for improvement with regards to risk management and tax minimization; in helping them to seamlessly benefit from various in-house resources and specialists who cover tax, investment, estate planning, as well as corporate structure.
Ferron has over 15 years of experience in successfully helping doctors, dentists, and business owners to retire, save taxes, and manage cash flow at key stages in their lives. Ferron takes the time to understand their specific needs and puts privacy and confidentiality as a top priority. In fact, it is incumbent upon Ferron to provide a boutique family office experience to the individuals he finds himself fortunate enough to meet, and he attributes a great deal of his success to his principles and personal, long-term approach to investment and financial management.
Ferron is a devoted father and husband who is very passionate about everything he does.